Civic Intelligence

The Berglund-Westlund Foundation

990PF • Fiscal year 2018 • EIN 26-1218343

Jul 01, 2017 to Jun 30, 2018 • Filed on Dec 04, 2018

Organization Profile
1125 S 103rd Street No 580Omaha, NE 68124

(402) 493-1215

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • $1M-$5M nonprofits • Source year 2018

Net Margin

79th percentile

26%

Higher net margin than 79% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

47th percentile

$12,325

Higher top officer pay than 47% of similar nonprofits.

Top officer pay equals 10.5% of source-year revenue.

2018 filings • $1M-$5M nonprofits • Source year 2018

Asset Growth

59th percentile

3.0%

Faster asset growth than 59% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

95th percentile

149%

Faster revenue growth than 95% of similar nonprofits.

2018 filings • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets26th percentile

Assets

Up

$1,039,254

Up $30,443 (+3.0%) from 2017

Net Assets

Up

$1,039,254

Up $30,443 (+3.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin79th percentile

Revenue

Up

$117,729

Up $70,473 (+149%) from 2017

Expenses

Up

$87,286

Up $11,310 (+15%) from 2017

Net Income

Up

$30,443

Up $59,163 (+206%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth59th percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$1.5M$1.0M$500K$0Assets 2011: $1,186,195Liabilities 2011: $0Net Assets 2011: $1,186,1952011Assets 2012: $1,141,084Liabilities 2012: $84Net Assets 2012: $1,141,0002012Assets 2013: $1,104,334Liabilities 2013: $0Net Assets 2013: $1,104,3342013Assets 2015: $1,073,639Liabilities 2015: $79Net Assets 2015: $1,073,5602015Assets 2016: $1,037,763Liabilities 2016: $0Net Assets 2016: $1,037,7632016Assets 2017: $1,008,811Liabilities 2017: $0Net Assets 2017: $1,008,8112017Assets 2018: $1,039,254Liabilities 2018: $0Net Assets 2018: $1,039,2542018Assets 2019: $1,017,686Liabilities 2019: $0Net Assets 2019: $1,017,6862019Assets 2020: $1,025,403Liabilities 2020: $0Net Assets 2020: $1,025,4032020Assets 2021: $1,052,383Liabilities 2021: $0Net Assets 2021: $1,052,3832021Assets 2022: $1,071,658Liabilities 2022: $0Net Assets 2022: $1,071,6582022Assets 2023: $1,038,075Liabilities 2023: $0Net Assets 2023: $1,038,0752023Assets 2024: $1,144,208Liabilities 2024: $0Net Assets 2024: $1,144,2082024

Highlighted filing

2018

Assets$1,039,254
Liabilities$0
Net Assets$1,039,254
Open 2018 Filing

Operations Trend

Revenue Growth95th percentile

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$200K$100K$0-$100KExpenses 2011: $77,2072011Expenses 2012: $75,7992012Expenses 2013: $76,6972013Revenue 2015: $83,062Expenses 2015: $89,524Net Income 2015: -$6,4622015Revenue 2016: $58,540Expenses 2016: $92,872Net Income 2016: -$34,3322016Revenue 2017: $47,256Expenses 2017: $75,976Net Income 2017: -$28,7202017Revenue 2018: $117,729Expenses 2018: $87,286Net Income 2018: $30,4432018Revenue 2019: $89,197Expenses 2019: $110,765Net Income 2019: -$21,5682019Revenue 2020: $113,051Expenses 2020: $105,334Net Income 2020: $7,7172020Revenue 2021: $138,919Expenses 2021: $111,939Net Income 2021: $26,9802021Revenue 2022: $148,807Expenses 2022: $129,510Net Income 2022: $19,2972022Revenue 2023: $107,873Expenses 2023: $141,431Net Income 2023: -$33,5582023Revenue 2024: $176,098Expenses 2024: $93,346Net Income 2024: $82,7522024

Highlighted filing

2018

Revenue$117,729
Expenses$87,286
Net Income$30,443
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Dec 4, 2018
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay47th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
BRIDGES TRUST COMPANYCo-TrusteePT$12,325-$12,325
STEVE KRAAZCo-TrusteePT$2,000-$2,000
DUANE BRACKENBURYCo-TrusteePT$1,000-$1,000
TODD KRAAZCo-TrusteePT$1,000-$1,000
Filing and Contact Details

Filer

Filer Name
The Berglund-westlund Foundation
EIN
26-1218343
Phone
4024931215
Address
1125 S 103RD STREET NO 580, OMAHA, NE 68124

Signing Officer

Name
Bridges Trust Company
Title
Co-trustee
Phone
4025046286
Signed
2018-12-04
Discuss with paid preparer
Yes

Preparer

Firm
Hbe Llp
Address
7140 STEPHANIE LANE PO BOX 23110, LINCOLN, NE 68542-3110
Preparer
Kevin J Furey
Phone
4024234343
Raw XML Appendix335 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

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IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt125000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt223000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2HELP FOR EMPLOYABILITY PROGRAM, SCHOLARSHIP ASSISTANCE, CONSTRUCTION OF STEM LAB
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0FIRST COVENANT CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COVENANT CEDARS BIBLE CAMP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2HOPE CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12909 N W ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt22200 N 20TH STREET
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03672
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt065828
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt088213
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt069500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt084541
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt065828
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0CHANGE IN CARRY VALUE OF EATON CORP, PLC
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0798
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0798
TaxesSchedule/TaxesDetail/Amt0663
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TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0663
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0BRIDGES TRUST COMPANY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO-TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum04025046286
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-12-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE BERGLUND-WESTLUND FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0BERG
ReturnHeader/Filer/EIN0261218343
ReturnHeader/Filer/PhoneNum04024931215
ReturnHeader/Filer/USAddress/AddressLine1Txt01125 S 103RD STREET NO 580
ReturnHeader/Filer/USAddress/CityNm0OMAHA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0NE
ReturnHeader/Filer/USAddress/ZIPCd068124
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0B746DAA81DD8534372E24DEBEDCB81D90266DF71
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId026A80C6C515BC5FBB75E76F077332DF4C388BA2F
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt076.79.37.146
ReturnHeader/FilingSecurityInformation/IPDt02018-12-04
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm015:33:50
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0470677245
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HBE LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt07140 STEPHANIE LANE PO BOX 23110
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0LINCOLN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0685423110
ReturnHeader/PreparerPersonGrp/PhoneNum04024234343
ReturnHeader/PreparerPersonGrp/PreparationDt02018-12-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEVIN J FUREY
ReturnHeader/ReturnTs02018-12-05T11:03:24-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,039,254
Liabilities
$0
Net assets
$1,039,254
Revenue
$117,729
Expenses
$87,286
Net income
$30,443
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.18$0.09$0.08
2023Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.11$0.14$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.07$0.00$1.07$0.15$0.13$0.02
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.05$0.00$1.05$0.14$0.11$0.03
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.11$0.11$0.01
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.02$0.00$1.02$0.09$0.11$0.02
2018Detailed filing. Detailed filing data is available for this year.$1.04$0.00$1.04$0.12$0.09$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.01$0.00$1.01$0.05$0.08$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.00$1.04$0.06$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.08$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.14$0.00$1.14$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.19$0.00$1.19$0.08